WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Quarter Est. Return
1 Year Est. Return
+52.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.4M
3
+$2.2M
4
TSCO icon
Tractor Supply
TSCO
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$2M

Top Sells

1
+$2.27M
2
+$2.11M
3
+$1.99M
4
MXIM
Maxim Integrated Products
MXIM
+$1.84M
5
ADSK icon
Autodesk
ADSK
+$1.74M

Sector Composition

1 Healthcare 17.35%
2 Consumer Discretionary 15.99%
3 Technology 12.47%
4 Financials 12.13%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$328K 0.13%
+4,024
252
$328K 0.13%
+1,279
253
$327K 0.13%
6,432
-163
254
$326K 0.13%
6,290
-19,356
255
$325K 0.13%
+13,774
256
$325K 0.13%
+9,930
257
$325K 0.13%
+2,320
258
$324K 0.13%
+11,022
259
$324K 0.13%
17,375
+172
260
$322K 0.13%
+18,564
261
$322K 0.13%
+2,008
262
$321K 0.13%
317
-204
263
$320K 0.13%
+23,170
264
$320K 0.13%
41,477
-8,134
265
$320K 0.13%
+24,025
266
$316K 0.12%
+13,346
267
$315K 0.12%
6,668
-16,889
268
$314K 0.12%
+6,971
269
$313K 0.12%
1,835
-1,047
270
$312K 0.12%
+8,271
271
$311K 0.12%
+12,172
272
$311K 0.12%
+31,252
273
$307K 0.12%
+4,178
274
$307K 0.12%
+34,672
275
$305K 0.12%
+8,416
9 10
11
12 13